Platform Overview: Pipelines, conversations, and contacts

⚫️ Platform Overview: Pipelines, conversations, and contacts

Here we cover the two places you will spend most of your time in REI Pulse: the Contacts, Conversations and Opportunities tabs. It breaks down the four default pipelines (Acquisitions, Dispositions, Lead Gen, and Dropped), how leads flow through each one, and when deals move between them. It also covers how Contacts work, how to use filters, tags, and bulk actions, and how a single contact can have multiple opportunities. Finally it shows how the Conversations tab connects everything, giving you full history, notes, and direct access to the opportunity from one place.

Overview of REI Pulse: Opportunities, Contacts, and Conversations

1. Introduction to REI Pulse 0:00

• Discussing key components: Platforms, Pipeline, Conversations, and Contacts.

• Focus on three main aspects of deal management in REI Pulse.

2. Navigating the Dashboard and Opportunities 0:13

• The Dashboard is the starting point for all activities.

• Opportunities tab is where deals are managed.

3. Understanding Pipelines 0:26

• Four default Pipelines: Acquisitions, Dispositions, Lead Gen, Dropped.

• Additional Pipelines may include Fix and Flip, Agent, Outreach, etc.

• Each Pipeline represents a stage in the deal process.

4. Acquisitions Pipeline 0:55

• New Leads enter the Acquisitions Pipeline.

• This is where initial deal work begins.

5. Lead Generation Pipeline 1:50

• Primarily a placeholder for automation.

• Leads are imported and managed through automated processes.

• Engagement campaigns are tracked here.

6. Dropped Deals Pipeline 3:05

• Contains deals that are no longer active.

• Includes D&D (Do Not Disturb) requests.

7. Contacts Tab Overview 3:27

• Contacts are managed in the Contacts tab.

• Ability to create filters and manage automations for communication.

8. Relationship Between Contacts and Opportunities 3:59

• Each Contact can have multiple Opportunities.

• Importance of managing both Contacts and Opportunities in parallel.

9. Conversations Tab 4:54

• Centralizes communication history with each Contact.

• Access to notes and opportunities related to the Contact.

10. Conclusion and Next Steps 5:15

• Overview of Opportunities, Contacts, and Conversations.

• Future deep dives into each component will be provided.